Channel Wealth’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$316K Sell
2,817
-24,295
-90% -$2.72M 0.09% 133
2025
Q1
$2.71M Buy
+27,112
New +$2.71M 0.84% 46
2024
Q2
Sell
-27,798
Closed -$2.89M 171
2024
Q1
$2.89M Buy
27,798
+2,811
+11% +$292K 1.16% 27
2023
Q4
$2.42M Buy
24,987
+6,354
+34% +$615K 1.14% 29
2023
Q3
$1.61M Buy
18,633
+6,994
+60% +$604K 0.9% 35
2023
Q2
$1.11M Buy
11,639
+4,833
+71% +$461K 0.64% 52
2023
Q1
$638K Buy
+6,806
New +$638K 0.41% 80